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Taylor Scott Smith

Stancorp Investment Advisers, Inc.

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About Taylor Scott Smith

Taylor Smith is a registered investment advisor and securities representative with over 9 years of experience in the financial services industry. Taylor is currently affiliated with Stancorp Investment Advisers, Inc. based in Portland, OR. Prior to joining Stancorp Investment Advisers, Inc., Taylor worked for Carillon Fund Distributors, Inc. and Transamerica Investors Securities Corporation. Taylor holds Series 6, 63 and 65 securities licenses. Taylor also has a SIE license. Taylor specializes in providing portfolio management services to individuals, businesses, pooled investment vehicles and pension plans.

Firm Information

Taylor Smith is currently registered with Stancorp Investment Advisers, Inc.. Stancorp Investment Advisers, Inc. is an investment advisor based in Portland, OR. With over 100 registered representatives, they manage over $34 billion in assets for a diverse range of clients, including individuals, pension plans, charitable organizations, and state and municipal government entities. They offer portfolio management services for businesses and individuals as well as pooled investment vehicles. They do not offer financial planning or market timing services.
Stancorp Investment Advisers, Inc.

1100 SW SIXTH AVENUE

PORTLAND, OR 97204

$34.39B

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

As noted in schedule d misc,affiliate by intercompany agreement

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Taylor Smith’s Registration & Firm History

OR

02/20/2023 - Present

Stancorp Investment Advisers, Inc. (PORTLAND OR)

FL

04/18/2018 - 12/31/2022

CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

07/10/2014 - 04/09/2018

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 07/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor Scott Smith.
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